I've spoken with several of the new prospecting companies now to find out what they do, how they do it, what they charge, etc. I'm wondering which of these you have tried / are using? What's been your experience?

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I did a demo of Andes Wealth today - I'm interested if there are other softwares that auto-create the IPS? There's not an "IPS" category on Kitces... :)

Recently dived into the options around cybersecurity. There are only three listed currently in the Cybersecurity category on Kitces. Also, what's your understanding of compliance vs. cybersecurity?

I'll be adding this to the Ai directory soon, but wanted to share a demo video by Elara Technology on some future capabilities you can look forward to while interacting with your CRM data: